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This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Office of Thrift Supervision, on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had significant implications for online banking institutions.

Sales managers have faced the same challenges since long before customer relationship management (CRM) applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results.

As business performance management (BPM) has expanded into virtually all areas of business, project managers have been broadening their soft management skills. Learn what project managers can borrow from BPM to streamline service delivery, optimize operations, and improve customer satisfaction.

Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

The Israeli software provider InsFocus Systems, producer of Insfocus Plus, a business intelligence (BI) solution targeted at the insurance industry, has recently released version 2.0 of its BI application, which includes several enhancements, with special emphasis on the Web.
Among the features of this version is the new InsFocus BI Web user interface. The Web viewer and user

After a recent win at Rice Packaging Solutions, Epicor AVP has been chosen by another New England specialty packaging company, Volk Packaging Corporation, for corrugated packaging manufacturing. Volk Packaging Corporation is a third-generation family-owned and -operated company based in Biddeford, Maine, that designs, manufactures, and distributes corrugated and specialty packaging products. Since

IRM UK Strategic IT Training is a training provider for IT and business professionals and managers. Its carefully selected presenters have superior technical knowledge, teaching skills, and a wide range of practical business experience.

In the world of accounting, the savings potential of improved fixed asset management is often overlooked. Yet assets like land, buildings, transportation, and manufacturing equipment represent among the largest investments most companies make. Sub-optimal fixed asset practices can threaten the accuracy of financial reports and negatively impact your bottom line. This white paper outlines best practices for fixed asset management and suggests tips for implementation, including establishing an accurate baseline of fixed assets, selecting the right asset management tools, staying up to date with legislative changes, and producing targeted financial reports.